Patriot Financial Partners
Private equityActively deployingRadnor · Growth · 17 people tracked
Also known as PATRIOT FINANCIAL MANAGER, L.P. · Patriot Financial Partners VC
Find your way into Patriot Financial Partners
460 people in our graph share verified history with the Patriot Financial Partners team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Patriot Financial Partners invests in the financial services sector, targeting community banks, thrifts, and specialty finance and fintech businesses. Each fund typically makes 15 to 20 non-control investments, generally seeking board representation. The firm works closely with portfolio company management teams to identify and prioritize key business initiatives and implement best practices aimed at growing franchise value. It sources opportunities using extensive industry relationships combined with a proactive internal research approach. Its portfolio spans bank holding companies, payment and lending technology providers, specialty lenders, and digital banking platforms located throughout the country.
Source: firm website, verified Sep 15, 2026.
Team · 17 people
from the firm's website & public directories
What they invest in
from 53 of 83 portfolio companiesFintech ×53SaaS ×10Enterprise Software ×8AI & Machine Learning ×3Healthtech ×2Impact & Social Good ×2InsurTech ×2Cloud Computing ×1
HQs:United States×49Canada×1
Who they back
founder profiles across 11 portfolio companiesFounding team size:solo founder×102 founders×1
Investments · 83 tracked
founders shown can be your intro pathBy year:2026 · 12021 · 12015 · 12013 · 14 dated
Ampersand provides deposit administration services and operates as a national authority in the deposit management sector, serving depositors and financial institutions.
Enterprise SoftwareFintechSaaS
Co-investorsJAM FINTOPFINTOP CapitalFlagship Pioneering
Atlanta, US
H. Ross Arnold, III(Director)Bartow Morgan, Jr.(Executive Officer, Director)Mark Scheinfeld(Director)Sunny K. Park(Director)R. Lee Tucker, Jr.(Director)Michael W. Clarke(Director)
Board seatJames F. DeutschJames F Deutsch· per SEC Form D · $38.8M raise · filed Jul 2026
Accrue provides digital lending, account opening, and treasury onboarding solutions built on the Salesforce platform for financial institutions.
Enterprise SoftwareFintechSaaS
Co-investorsFINTOP CapitalGood FriendsGround Up VenturesKraynos CapitalMaple VCRed Sea Ventures+3 more
ActiveWorx provides intelligent financial transaction management and business process automation software, specializing in accounts payable automation and invoice processing for banking, insurance, retail, manufacturing, and logistics organizations.
AI & Machine LearningEnterprise SoftwareFintechSaaS
Martin W. Michael(President)
Amalgamated Bank offers investment and retirement planning services that emphasize values-aligned investing, including socially responsible portfolios and ESG-focused solutions.
Enterprise SoftwareFintechImpact & Social GoodWellness & FitnessNew York, US
Priscilla Sims B.in
Amerant Bank is a community bank headquartered in Florida offering personal, business, and investment banking services to individuals, families, and businesses across South Florida and Tampa.
Enterprise SoftwareFintechFlorida, US
Co-investorsBonaventure Capital
Encore Bank provides banking services tailored for Title & Escrow companies, offering transaction management, fraud prevention, and escrow account optimization.
FintechCentral Arkansas, US
Co-investorsCadron Capital Partners
Coastal States Bank is a community bank serving individuals and businesses across South Carolina, Georgia, and beyond, focused on relationship-based banking and local financial services.
FintechHilton Head Island, US
Stephen R. Stone(President, Chief Executive Officer)in
BoardJames S. MacLeod(Chairman, CoastalSouth Bancshares, Inc. and Coastal States Bank)Patrick M. Frawley(Vice Chairman, CoastalSouth Bancshares, Inc. and Coastal States Bank)
Community West Bank is a regional community bank serving Central California that completed a merger with United Security Bank in 2026, expanding its lending capacity and local branch footprint.
FintechClovis, US
CVNB is a wealth management and trust services provider serving individuals, families, and businesses in Kentucky with investment planning, retirement strategies, college savings plans, and estate planning guidance.
FintechKentucky, US
Whitney Greer(Executive Vice President, CV Investments Financial Advisor)in
Dogwood State Bank is a division of TowneBank that provides a range of banking services including checking accounts, savings products, loans, and credit cards for both business and personal customers.
Fintech
Steven W. Jones(Chief Executive Officer)David B. Therit(Chief Financial Officer)inNatasha K. Austin(Chief Operating Officer)inChristopher G. Kwiatkowski(President of Government Guaranteed Lending)Michael C. Johnson(Chief Credit Officer)Stewart Patch(President)in
EnFi builds AI agents for commercial lending that automate the deal screening and underwriting workflow, including document collection, financial spreading, credit box matching, term sheet creation, credit analysis, and credit memo generation.
AI & Machine LearningFintechSaaSBoston, US
Scott Weller(Founder)inJoshua
Co-investorsBoston Seed CapitalCommerce VenturesFINTOP CapitalUnusual Ventures
SimplyInvest is a digital wealth management platform that enables individual investors to view and manage their complete investment portfolio through a unified dashboard, with digital advisory tools to customize portfolios based on personal financial situations.
FintechSaaSSalina, US
Brad Elliott(Chairman & CEO, Equity Bancshares, Inc.)inRick Sems(CEO, Equity Bank)in
Fieldpoint Private is a boutique private bank and wealth management firm providing banking, financial advice, and unified wealth strategies to successful entrepreneurs, executives, business owners, and families with complex or intergenerational wealth.
FintechGreenwich, US
Gina Omolon(Executive Officer)inH. Russell Holland(Executive Officer, Director)Sahay Rudrabhishek(Director)B. Ian McMahon(Executive Officer)Daniel T. Napoli(Director)Donald M. Ullmann(Director)
Finexio helps companies automate accounts payable and payment processes, replacing paper-based and manual workflows with digital payment solutions.
Enterprise SoftwareFintechSaaSOrlando, US
Ernest Rolfson(Founder and CEO)inChris Wyattin
Co-investorsAdvection Growth CapitalFlorida FundersAlpine MeridianThe Banc Funds Company
The FirstBank Charitable Foundation is a 501(c)(3) nonprofit established in 2008 that awards grants to organizations serving communities in New Jersey, Pennsylvania, and Florida.
FintechImpact & Social GoodNew Jersey, US
Patrick L. Ryan(President & CEO)in
BoardLeslie E. Goodman
Fortis Bank provides commercial banking products and services, aiming to build long-term client relationships.
Fintech
Chris Luce(Founder)in
Freedom Bank is a community bank serving individual, business, and mortgage clients in Northern Virginia, offering banking solutions and financial products through relationship-based service.
FintechNorthern Virginia, US
A financial services company offering treasury management solutions for businesses, including digital payment tools, cash flow management, and working capital optimization.
FintechGeorgia, US
Bartow Morgan, Jr.(CEO)
Grasshopper Bank is a technology-focused digital bank serving venture-backed businesses and the innovation economy.
FintechSaaSNew York, US
Judith Erwin(President and CEO)inMichael Lenahan(Chief Financial Officer)Mike Butler(Chief Executive Officer)in
BoardDaniel Altscher(Director)Boris Gutin(Director)Jonah Marcus(Director)
Co-investorsGolden SeedsTemerity Capital Partners
The page is a crypto casino affiliate/comparison site that ranks and reviews offshore crypto gambling operators for US players.
Citizens Business Bank is a regional financial institution serving small to medium-sized businesses throughout California, offering comprehensive banking products and relationship-based services.
FintechChino Valley, US
George A. Borba Sr.(Founder)
Independent Bank is a Michigan-based regional bank serving consumers and small businesses with retail banking services including checking accounts, mortgages, and business lending since 1864.
FintechIonia, US
Libertas Funding provides short-term, revenue-based financing for small and medium-sized businesses on growth trajectories in the $500k–10M range.
Fintech
Gary Katcher(Founder)in
Monarch FTS provides investment banking technology consulting and platform services for advisory firms, helping them manage client relationships, track deals, and integrate market data into their workflows.
Enterprise SoftwareFintechSaaS
Lee Farabaugh(CEO)in
Narmi provides digital banking technology and tools to community banks and credit unions, enabling them to compete with larger financial institutions.
FintechSaaSNew York City, US
Nikhil Lakhanpal(Co-Founder and Co-President)inChris Griffin(Co-Founder and Co-President)inSean Gray(COO & President)
BoardJill Castilla(CEO & President)
Co-investorsContour Venture PartnersFiDi VenturesGreycroftNew Enterprise Associates (NEA)PICUS CAPITALTechstars
Newtek Bank is a publicly traded financial institution that provides banking services and business solutions directly to companies, with offerings including digital dashboards and core financial tools designed to support business growth.
Fintech
Numerated (now part of Moody's Lending Suite) provides a digital loan origination platform that automates the commercial loan life cycle, from application and document collection to credit analysis, deal structuring, and closing.
AI & Machine LearningFintechSaaSNew York, US
Co-investorsHyperplane Venture CapitalVenrockFINTOP Capital
NYDIG combines bitcoin mining operations with financial infrastructure services, leveraging low-cost energy from its parent company Stone Ridge's natural gas assets.
Crypto & Web3EnergyFintechInsurTechNew York, US
Ross Stevens(Founder and Executive Chairman)Tejas Shah(CEO)
Co-investorsBessemer Venture PartnersCamp One VenturesF-Prime CapitalStone Ridge Asset ManagementThirdstream Partners
Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.
FintechAurora, US
Richard Gartelmann(Executive Officer)inGary Collins(Executive Officer, Director)Donald Pilmer(Executive Officer)
BoardBilly J. Lyons(Director)Barry Finn(Director)Edward Bonifas(Director)
PatientFi offers monthly payment and financing plans that let patients pay for elective medical and aesthetic procedures over time, with quick applications and instant approvals.
Digital HealthFintechHealthtechIrvine, US
Todd Watts(Executive Officer, Director)inJoe Ranieri(Executive Officer)Jon Roberts(Executive Officer)inDerrick Hoag(Executive Officer)in
BoardH. Bradley Sloan(Director)Tom Cestare(Director)in
Co-investorsCurql Collective, LLCNext Level VenturesQuesta Capital
Peoples Bank is a community bank offering personal, business, and commercial banking services, lending, wealth management, and insurance solutions across seven U.S. states.
FintechInsurTechMarietta, US
Primis is a bank offering digital banking solutions and financial services including mortgage and warehouse lending products.
FintechRichmond, US
Dennis J. Zember Jr.(Chief Executive Officer)
BoardJohn Biagas(Chairman of the Board of Directors)
Prosperity Bank USA is a regional bank offering savings accounts, certificates of deposit, and business banking services including treasury management and online/mobile banking capabilities.
FintechHealthtech
United Community (operating on the reliantbank.com domain) is a retail and consumer bank offering checking, savings, mobile banking, credit cards, and loans to individuals in the Southeastern United States.
Fintech
FirstBank is a community banking institution that provides retail and commercial banking services across the South, with headquarters in Tennessee.
FintechTennessee, US
Co-investorsBonaventure Capital
A community bank operating branches across California, Colorado, Nevada, New Mexico, and Washington, providing retail and commercial banking services.
FintechSeattle, US
George Guarini(Founder)in
VersaBank is a digital, branchless bank that gathers deposits and provides financing through third-party financial intermediaries ("partners") using its own cloud-based technology.
Cloud ComputingFintech
David Taylor(Founder, President & CEO)in
Tompkins Bank & Trust is a regional bank providing personal and business banking services, including deposits, loans, mortgages, and digital banking solutions to customers in Pennsylvania and New York.
FintechUnknown - serving NY and PA but specific HQ not stated, US
Capital Bancorp, Inc. is a bank holding company that owns Capital Bank, N.A. and provides strategic direction, capital management, and governance for financial services businesses.
FintechCapital Bancorp is incorporated under Maryland law; the leadership page references Maryland in the Capital Bank branding, but no specific city is stated on this page., US
Edward Barry(Chief Executive Officer)
BoardSteven J. Schwartz(Chairman of the Board)James F. Whalen(Vice Chairman & Secretary)
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Exits · 4
IPOs and acquisitions across the tracked portfolioBremeracq. by Old National BankNumeratedacq. by Moody'sSnbacq. by Webster BankVistbankacq. by Tompkins Financial
Portfolio news
latest coverage across their companiesEnFi · finovate.com · Jul 29, 2026
PatientFi · intelligence360.news · Jul 23, 2026
Grasshopper Bank · finance.yahoo.com · Mar 23, 2026
Ampersand · globenewswire.com · Mar 19, 2025
Fund performance · per public LP disclosures · 2
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Patriot Financial Partners IIILPs: New York City Police Pension Fund, New York City Board of Education Retirement System | 2017 | — | 5.9% | 1.36x | 0.93x |
| Patriot Financial Partners IILPs: New York City Police Pension Fund | 2013 | — | 11.5% | 1.61x | 1.53x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- How many investments has Patriot Financial Partners made?
- Patriot Financial Partners has 81 tracked investments, 4 of which have exited via acquisition or IPO.
- What stage does Patriot Financial Partners invest at?
- Patriot Financial Partners invests at the Growth stage.
- What sectors does Patriot Financial Partners focus on?
- Patriot Financial Partners focuses on Fintech.
- Where is Patriot Financial Partners located?
- Patriot Financial Partners is headquartered in Radnor, US.
- Who does Patriot Financial Partners co-invest with?
- Patriot Financial Partners most often shares deals with Bonaventure Capital, FINTOP Capital, Bessemer Venture Partners, among 23 tracked co-investors.
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